MWM
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Mission Wealth Management’s General Dynamics GD Stock Holding History

Mission Wealth Management’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.64M Buy
15,929
+3,984
+33% +$1.36M 0.07% 161
2026
Q1 		$4.1M Sell
11,945
-488
-4% -$173K 0.08% 129
2025
Q4 		$4.19M Sell
12,433
-351
-3% -$120K 0.08% 131
2025
Q3 		$4.36M Sell
12,784
-3,193
-20% -$1.01M 0.09% 134
2025
Q2 		$4.66M Sell
15,977
-167
-1% -$46K 0.1% 124
2025
Q1 		$4.4M Buy
16,144
+2,568
+19% +$667K 0.11% 111
2024
Q4 		$3.58M Buy
13,576
+282
+2% +$81.2K 0.08% 123
2024
Q3 		$4.02M Buy
13,294
+3,177
+31% +$934K 0.1% 112
2024
Q2 		$2.94M Sell
10,117
-499
-5% -$146K 0.08% 138
2024
Q1 		$3M Sell
10,616
-84
-0.8% -$22.5K 0.08% 137
2023
Q4 		$2.78M Buy
10,700
+8,902
+495% +$2.17M 0.09% 118
2023
Q3 		$397K Buy
1,798
+163
+10% +$36.1K 0.01% 392
2023
Q2 		$352K Buy
1,635
+250
+18% +$53.9K 0.01% 420
2023
Q1 		$316K Buy
1,385
+46
+3% +$10.6K 0.01% 434
2022
Q4 		$332K Sell
1,339
-18
-1% -$4.39K 0.02% 402
2022
Q3 		$288K Buy
1,357
+120
+10% +$27.1K 0.02% 405
2022
Q2 		$274K Buy
+1,237
New +$285K 0.01% 411

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mission Wealth Management's GD Position: Q2 2026 in Review

Mission Wealth Management increased its General Dynamics (GD) stake by 33% in Q2 2026, buying an estimated $1.36M and bringing the position to 15,929 shares worth $5.64M. The position accounts for 0.07% of the portfolio, ranked #161.

Mission Wealth Management first reported a position in GD in Q2 2022 and has held it in 17 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Mission Wealth Management held 15,929 shares of General Dynamics worth $5.64M as of Q2 2026.
  • Mission Wealth Management bought 3,984 General Dynamics shares in Q2 2026, an estimated $1.36M.
  • General Dynamics made up 0.07% of Mission Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Mission Wealth Management first reported a position in General Dynamics in Q2 2022 and has held it in 17 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.